Connecting HubSpot

How to link Salescheck.io to your HubSpot account and show the compliance score directly on Company and Deal records.

This step can only be done by a user with the Admin role in Salescheck.io. You'll also need permission to install apps in your HubSpot account (usually Super Admin in HubSpot).

What happens after you connect

Salescheck.io automatically creates two new fields in HubSpot - Compliance Score and Compliance Reason - on the Company and Deal objects. You don't need to set these up manually.

Connection steps

In Salescheck.io, go to the CRM tab

In the top navigation, click CRM, then click the Connect HubSpot button.

Log in to HubSpot and pick an account

You'll be redirected to HubSpot. If you have access to more than one portal, choose the one you want to connect.

Approve access

HubSpot will show what Salescheck.io is requesting access to (reading/writing Company and Deal records and their properties). Click Connect app.

You'll see a warning: "You're connecting an unverified app."
Salescheck.io isn't published on the HubSpot Marketplace yet, so HubSpot always shows this standard security warning for non-public apps - this is expected. To continue, type exactly I accept the risk into the field and confirm.

Done

You'll be redirected back to Salescheck.io, and you'll see "HubSpot connected" next to HubSpot. From this point on, every newly created Company and Deal is automatically scored and written back to HubSpot.

How country and industry are determined

By default, scoring reads HubSpot's own country and industry properties on the Company/Deal record. If your team tracks these on a different property instead - a custom field, or one you've renamed - open the Field mapping section under HubSpot in the CRM tab and pick the right property from a live list of everything on your portal. This is per object type, so Company and Deal can each point at a different property if needed.

Showing the field on a company record

New fields don't automatically appear on the main record card in HubSpot - that's standard HubSpot behavior for any new custom field, not something specific to ours. To see them directly on the Company/Deal overview, add them to the card layout once:

1.	Open any Company (or Deal).
2.	In the left panel, click Customize record / Customize.
3.	Add the Compliance Score and Compliance Reason fields to the card.
4.	Save - the card layout applies to your whole team, not just you.

The fields can of course also be used outside the card - in list columns, filters, workflows, and reports, just like any other HubSpot field.

What the values mean

🟢 Green - no flags found 🟡 Yellow - needs attention 🔴 Red - high risk ⚪ Unknown - not enough data

Green means "no geography/industry red flags found" - not that the company is confirmed clean. Unknown means the basic input (country or industry) was missing, so no score was computed at all.

The score is currently computed only once - at the moment a Company/Deal is created in HubSpot. If you later change the country or industry on an existing record, the score is not automatically recalculated.

Disconnecting

In the CRM tab, click Disconnect next to HubSpot. This only deletes the stored access token - the Compliance Score/Reason fields created in your HubSpot stay in place.

Still stuck? Email support@salescheck.io.